How big is D. Bello's plan?

D. Bello's plan reported $813K in assets and 7 participants for 2024.

Original filing (PDF)20250717154152NAL0000993906001

D. Bello

Name: D. Bello — D. Bello 401(k) Plan, Form 5500 (2024)
Creator: D. Bello
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

D. Bello 401(k) Plan

401(k) retirement plan · D. Bello's D. Bello 401(k) Plan held $813K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$813K

Net assets (EOY)

$813K

People on this filing

Marcus Bowie signed D. Bello's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

D. Bello's EIN is 95-4274838.

EIN 95-4274838

Plan number 002

Plan year 2024

ACK ID 20250717154152NAL0000993906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for D. Bello from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

D. Bello's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Plan sponsor

Name

D. BELLO

EIN

all filings

Address

1300 DOVE ST. · STE 210 · NEWPORT BEACH, CA · 92660

Phone

(949) 340-2660

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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